Overview
Assets Under Management: $180 million
Headquarters: MADISON, CT
High-Net-Worth Clients: 51
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 51
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.18
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 707
Discretionary Accounts: 274
Non-Discretionary Accounts: 433
Regulatory Filings
CRD Number: 127481
Last Filing Date: 2025-02-14 00:00:00
Website: https://egf.us